BIBDX vs. VOO
Compare and contrast key facts about BlackRock Global Dividend Portfolio (BIBDX) and Vanguard S&P 500 ETF (VOO).
BIBDX is managed by Blackrock. It was launched on Apr 6, 2008. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BIBDX or VOO.
Correlation
The correlation between BIBDX and VOO is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BIBDX vs. VOO - Performance Comparison
Key characteristics
BIBDX:
0.59
VOO:
1.95
BIBDX:
0.81
VOO:
2.60
BIBDX:
1.12
VOO:
1.36
BIBDX:
0.45
VOO:
2.97
BIBDX:
1.84
VOO:
12.47
BIBDX:
3.68%
VOO:
2.01%
BIBDX:
11.62%
VOO:
12.89%
BIBDX:
-42.34%
VOO:
-33.99%
BIBDX:
-8.56%
VOO:
-1.30%
Returns By Period
In the year-to-date period, BIBDX achieves a 4.02% return, which is significantly higher than VOO's 2.71% return. Over the past 10 years, BIBDX has underperformed VOO with an annualized return of 2.93%, while VOO has yielded a comparatively higher 13.75% annualized return.
BIBDX
4.02%
3.93%
-2.41%
6.34%
1.75%
2.93%
VOO
2.71%
2.30%
10.08%
24.27%
15.19%
13.75%
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BIBDX vs. VOO - Expense Ratio Comparison
BIBDX has a 0.75% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
BIBDX vs. VOO — Risk-Adjusted Performance Rank
BIBDX
VOO
BIBDX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Global Dividend Portfolio (BIBDX) and Vanguard S&P 500 ETF (VOO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BIBDX vs. VOO - Dividend Comparison
BIBDX's dividend yield for the trailing twelve months is around 1.59%, more than VOO's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIBDX BlackRock Global Dividend Portfolio | 1.59% | 1.66% | 2.00% | 2.07% | 1.73% | 2.39% | 2.82% | 3.29% | 2.33% | 2.29% | 2.75% | 3.43% |
VOO Vanguard S&P 500 ETF | 1.21% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
BIBDX vs. VOO - Drawdown Comparison
The maximum BIBDX drawdown since its inception was -42.34%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BIBDX and VOO. For additional features, visit the drawdowns tool.
Volatility
BIBDX vs. VOO - Volatility Comparison
The current volatility for BlackRock Global Dividend Portfolio (BIBDX) is 3.26%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.21%. This indicates that BIBDX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.